Solutions for Businesses
DEBT SETTLEMENT
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OPTIMIZE CASE MANAGEMENT
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Today, law firms manage many forms of data and it can be challenging to keep it all organized and accessible, while keeping it secure.
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Law Firms trust us with their data, financial transactions and client communication.
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ORGANIZE YOUR CASE DATA
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Keep track of all your leads, clients, case details and documents in one online system.
DOCUMENTS AND FORMS
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Generate retainers, send for electronic signatures, and upload and manage case documents, photos, medical records, statements, police reports, insurance information and more...
TIME AND EXPENSES
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Input time and expenses with notes and run reports by client and case.
APPOINTMENTS AND TASKS
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Schedule appointments or tasks with reminders and stay organized, on task and get reminders of upcoming things to do.
CLIENT PORTALS
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Communicate securely with clients through their online account (client portal).
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Make documents available to clients and let them upload case files from their portal into their case file.
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Increase transparency and improve client satisfaction with an online account.
WORKFLOWS
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Workflows are extremely valuable for tracking the status of every lead, case and important milestones. Link workflows to tasks and client communication and you could have a well-oiled case management machine.
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Improve visibility and accountability and make sure that no lead, case or client communication opportunity is missed.